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Goals are created and managed in the Loops dashboard. This guide walks through creating a goal and attaching it to a campaign. For the concepts behind eligibility, targets, and measurement windows, see the Goals overview.

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Creating a goal

1

Navigate to Goals

Go to Settings -> Goals.
2

Create a new goal

Click Create a goal and give it a name. You can also add an optional description.
3

Set the eligibility filter (optional)

Use the filter builder to define which contacts are eligible to be enrolled. Leave it empty or toggle off the Eligibility section to make every contact who receives the campaign eligible.
4

Set the target filter

Use the filter builder in the Conversion section to define what success looks like, i.e. the contact state that should be considered as a conversion.
5

Set the default measurement window

Choose how many days contacts have to match the target filter after receiving a campaign.

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Attaching a goal to a campaign

1

Open a draft campaign

Goals can only be attached to campaigns that are still in Draft. Once a campaign has been sent or scheduled, its goal attachments are locked.
2

Attach a goal

In the campaign’s Send page, select a goal from the goal picker.
3

(Optional) Override the measurement window

On the attachment, you can set a campaign-specific number of days.
4

Send the campaign

Contacts are evaluated for enrollment as the campaign delivers.
Goals cannot be attached retroactively. Attach and detach only work on draft campaigns. Once a campaign is sending or sent, its goal attachments are fixed.
Goals are reusable: the same goal can be attached to multiple campaigns. Once your campaign is sending, head to Understanding metrics to read the results.
Last modified on June 30, 2026